13F

Position

BFI Infinity Ltd. in Mcdonalds Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $7.74K$305.63$310.79

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.5K$458.4K0.3%
Q1 20261.5K$466.2K$310.79$7.74K−$00.3%